AI Agents for monday.com

monday.com MCP: your own AI agent in ChatGPT and Claude

Connect your monday.com account to ChatGPT and Claude. The assistant reads your contacts, deals and the items of any board and, with AI Agent, changes them, logs calls and meetings and adds tasks when you ask.

  • Open to every account for monday.com
  • AI Analyst $29.99 or AI Agent $49.99 a month
  • 7 day free trial, once per account.
  • Every change shown first. Nothing is ever deleted.
Set up your monday.com agent
Add to ChatGPTAdd to Claude
monday.com logo

Your monday.com agent

Free to set up. Read up to 100 records and make up to 25 changes for free.

  • AI AnalystAsk anything about your customers, deals and invoices.$29.99a month
  • AI AgentAlso gets the work done: changes records once you approve.$49.99a month

7 day free trial, once per account. One package covers one account.

Using another system? Tell us which one

What it reaches

What the assistant can do in monday.com

You choose per record type what it may read or change. Ask the assistant what your agent can do, and it lists it record type by record type.

  • Contacts

    Reads
    • Search by name, email, phone or any column
    • The calls, meetings, notes and tasks of a contact
    • The deals a contact is linked to
    With AI Agent
    • Create and update contacts
    • Give a contact an owner
    • Add and remove tags

  • Deals

    Reads
    • Open deals per stage
    • Count and add up, such as the deal value per stage
    • Your stages and owners
    With AI Agent
    • Create and update deals
    • Move a deal to another stage
    • Link a deal to its contact

  • Calls and meetings

    Handy when a voice or sales agent takes your calls: ask the assistant to log each call and booked meeting on the right contact.

    Reads
    • The calls, meetings and emails on a contact's or deal's timeline
    With AI Agent
    • Log a call, with what was said
    • Log a meeting that was booked, with its time

  • Notes and tasks

    Reads
    • The notes (updates) of an item
    • The tasks of an item, and open tasks
    With AI Agent
    • Add and change notes
    • Add tasks and mark them done

  • Any board

    Reads
    • Your boards, groups and columns
    • The items of any board, by name or column
    • Your users
    With AI Agent
    • Create and update items on any board
    • Move an item to another group
    • Enroll a contact in an email sequence (monday CRM)

Ask it, in monday.com

Two packages, one question away

AI Analyst answers from your records. AI Agent also does the work, once you say yes.

Reads

AI Analyst

Ask anything about your customers, deals and invoices.

  • Reads contacts, deals and any board
  • Reads calls, meetings, notes and tasks
  • Counts and adds up, such as deal value per stage
  • Reads your boards, columns and users

Ask it

  • Which deals are in the proposal stage, and what are they worth?
  • Show the calls and meetings with this contact from last month.
  • Which items on the Projects board are stuck?
Reads and writes

AI Agent

Also gets the work done: changes records once you approve.

  • Everything in AI Analyst
  • Creates and updates contacts, deals and items
  • Moves a deal to another stage
  • Logs calls and booked meetings on the timeline
  • Adds notes and tasks, and tags

Ask it

  • Log a call with Sarah: she wants a quote for 200 boxes, and book a meeting for Thursday at 10.
  • Move this deal to Negotiation and add a task to send the offer on Friday.
  • Add a contact for Tom from Bakery Bros and link him to the new deal.
  • Tag these five contacts as trade show leads.

Automations, with AI Agent

Rules that run in your system by themselves

With AI Agent, describe a rule in the chat. Approve it with a yes in the chat, and it runs in your system by itself. Rules that message your customers you approve in CRM Connector.

A rule starts when a record is made or changes, when a date comes up such as a due date, when a record has not moved for a number of days, or when a tag is added or removed. It can set fields, move a stage, add a note or a task, tell your team, make a related record, give records to your users in turn or email your customer, and what else it can do depends on your system. It never deletes, and a payment always waits for your own click. Tell us what it should do, and we set it up for you.

Set up your AI agentHow automations work
Your AI agent

When a deal is won, add a task on the deal to start onboarding.

Your ruleFixed rule
When
A deal moves to the Won stage
Only if
Its value is above an amount you choose
Then
1Add a task on the deal to start onboarding, due tomorrow
Approved once in the chatRuns by itself in your system

Approval, change log and undo

Nothing changes until you approve it

The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.

  1. Every change is proposed first

    You see a before and after list. Nothing is written until you approve.

  2. Risky changes need your click

    Messages to your customers, status changes and big batches need your own click.

  3. Newer work is never overwritten

    Each record is read again right before the change. Changed since? Refused.

  4. A change log with undo

    Every change is kept, with undo where the system allows it.

Your switches

You choose what it may do

Per record type: off, read, or read and write. Pause it any time.

  • ContactsOffReadRead and write
  • DealsOffReadRead and write
  • InvoicesOffReadRead and write
Never

Nothing is ever deleted

Never a deleted record. A payment only where your system allows it, after your own click.

Delete a record
A payment without your click

What the assistant reaches

  • Only the system and record types you switched on
  • Never passwords or sign ins
  • Answers go to OpenAI or Anthropic under your own agreement
  • The change log is kept for 90 days

Good to know

How the monday.com agent behaves

  • One package, one account

    One package covers one monday.com account. Every other account needs its own package.

  • Connects with monday's own sign in

    You sign in to monday.com from CRM Connector and approve the app once. Nothing is installed on your boards.

  • Your CRM boards are found by themselves

    The assistant finds your Contacts and Deals boards and their columns by itself, and works with any other board through its items.

  • Email sequences need monday CRM

    Enrolling a contact in an email sequence works on a monday CRM account. Everything else works on any monday.com account.

  • Risky changes need your click

    A message to your customers, a payment or a setup change waits for your own click on a CRM Connector page. Stage moves are done in the chat after your yes.

  • Never a delete, never a payment

    In monday.com the assistant never deletes a record and never records a payment, whatever you ask it.

AI Agents pricing

One monthly package per system

ChatGPT and Claude included, with or without a sync plan.

AI Agents, a separate product

The monthly fee per connected system

Connect monday.com to ChatGPT and Claude, through MCP.
A monthly package for monday.com.

Using another system? Tell us which one
ChatGPT includedClaude included
Connected systemsEach gets its own package
1

One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.

Save an agent and try it for free first. Switch it on buys everything your saved agents need in one purchase, and lets go of unused agents of the other package.

AI Analyst

Ask anything about your customers, deals and invoices.

$29.99per month

One system at $29.99 each

7 day free trial, once per account.

  • Reads and searches one system
  • Notes, activities, stages and custom fields
  • You choose what it may see
  • ChatGPT and Claude included
Start with AI Analyst
Reads and writes

AI Agent

Also gets the work done: changes records once you approve.

$49.99per month

One system at $49.99 each

7 day free trial, once per account.

  • Everything in AI Analyst, for one system
  • Changes and creates records
  • Every change shown first, risky ones approved by you
  • A change log, with undo
Start with AI Agent

Set up your monday.com agent yourself

Nothing to request. Connect monday.com in CRM Connector, choose what the assistant may do and save it. Try it for free in ChatGPT or Claude, then switch it on when you are ready.

Set up your monday.com agent
Add to ChatGPTAdd to Claude
  1. Step 1

    Set up your monday.com agent

    Connect monday.com in CRM Connector, or plan it in ChatGPT or Claude, and choose what it may do. Once saved, it reads up to 100 records and makes up to 25 changes for free.

  2. Step 2

    Connect ChatGPT or Claude

    Right after saving, CRM Connector helps you add it and shows when it is connected. Planned it in the chat? You go back to that chat.

  3. Step 3

    Ask, and approve a first automation

    Ask a first question in the chat. With AI Agent, approve a first automation there with a yes. Rules that message your customers you approve in CRM Connector.

  4. Step 4

    Switch it on

    One purchase covers everything your saved agents need. 7 day free trial, once per account. Approved automations start at once.

FAQ

Questions about the monday.com agent?

The answers about monday.com. What every AI agent shares is on the AI Agents page.

All about AI AgentsSync monday.com with your other systemsStill not sure? Contact us